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Mature ESOPs: What Boards and Leaders Need to Plan for Next

Webinars June 2, 2026 9:30 am PT

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Webinar Details

Mature ESOPs face a new set of challenges: from growing repurchase obligations to evolving governance responsibilities and leadership transitions. This session explores how companies can proactively plan for the financial, strategic, and organizational realities of long-term employee ownership. Learn practical approaches to managing repurchase liability, strengthening governance, and positioning mature ESOP companies for sustainable success.

Learning objectives:

1. Equip participants to face the unique challenges faced by mature ESOPs

2. Evaluate ESOP sustainability from financial and human capital perspectives

3. Apply strategic planning tools to maximize value for participants

Webinar Slides

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Webinar Replay

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Presenter

Kyle Wishing

Kyle Wishing is a Director in PCE's ESOP Advisory Group and is located in the Atlanta area office. In this role, Kyle provides financial advice to shareholders and fiduciaries to structure transactions that meet the client’s stated goals and objectives. With more than a decade of consulting and valuation expertise advising middle market clients on ESOP transactions and financing activities, Kyle understands the obstacles business owners encounter when attempting to grow and fund closely held enterprises.

Kyle’s past work experience includes providing valuation and financial advisory services for a national valuation firm, where he served as the firm’s ESOP practice leader. In addition to Kyle’s ESOP specialization, he prepared valuations for tax planning and compliance, forensic analysis and dispute resolution, strategic information and corporate planning, and financial reporting purposes.

Kyle has a diversified background, working with public and private companies in various industries.

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Presenter

Kyle Wishing

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